Chancellor Financial Group WB’s Vanguard S&P 500 ETF VOO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$297K Buy
523
+62
+13% +$35.2K 0.23% 90
2025
Q1
$237K Sell
461
-39
-8% -$20K 0.2% 108
2024
Q4
$269K Buy
+500
New +$269K 0.22% 93